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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1051
Bogart Wealth LLC
Virginia
$36.3K -$2.44K -45 -6%
HRC
1052
Hoertkorn Richard Charles
$36K – – –
LWCFA
1053
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35.5K – – –
HNB
1054
Hilltop National Bank
Wyoming
$35K +$35K +647 New
RTC
1055
Riverview Trust Company
Washington
$34.1K +$34.1K +630 New
CA
1056
Continuum Advisory
Idaho
$33.4K +$33.1K +611 New
KFI
1057
Key Financial Inc
Pennsylvania
$32.7K +$975 +18 +3%
LFA
1058
LGT Financial Advisors
Texas
$32.4K +$1.41K +26 +5%
ST
1059
Smithfield Trust
Pennsylvania
$32K – – –
FCA
1060
FinTrust Capital Advisors
South Carolina
$31.5K – – –
DMBA
1061
Deseret Mutual Benefit Administrators
Utah
$31.1K – – –
SWA
1062
SOA Wealth Advisors
New York
$30.2K +$217 +4 +0.7%
EC
1063
EntryPoint Capital
New York
$30.2K -$23.9K -442 -44%
PWMG
1064
Private Wealth Management Group
New Jersey
$30K – – –
BGAI
1065
Bruce G. Allen Investments
Colorado
$29.9K +$9.69K +179 +48%
APF
1066
Alaska Permanent Fund
Alaska
$29.1K – – –
VNA
1067
Valley National Advisers
Pennsylvania
$29K +$1.73K +32 +6%
BIA
1068
Bell Investment Advisors
California
$28.6K +$11.8K +217 +70%
VL
1069
Vima LLC
Michigan
$27.7K – – –
IRAG
1070
Investment Research & Advisory Group
Georgia
$27.1K – – –
NIC
1071
Northwest Investment Counselors
Oregon
$27.1K +$27.1K +500 New
WT
1072
Washington Trust
Rhode Island
$26.9K +$10.7K +197 +66%
SWS
1073
SYSTM Wealth Solutions
Illinois
$26.9K -$19K -350 -41%
MLA
1074
MB, Levis & Associates
Pennsylvania
$25.7K +$162 +3 +0.6%
IGWM
1075
ICA Group Wealth Management
Colorado
$25.4K +$4.49K +83 +22%
41 42
43
44 45